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Returning Member
posted Mar 30, 2022 2:26:38 PM

HOw can I import my 1099B into my Turbo Tax return when I am working from their CD?

I want to import my 1099B from my financial institution

0 2 271
2 Replies
Expert Alumni
Mar 30, 2022 2:53:28 PM

Use the search box to search for 1099-B and then use the Jump to 1099-B link.    Either click on Add More Sales or answer Yes to the Did you receive a 1099-B question.    If your form issuer is in the list, follow the steps on the screen and import your form.    See the tips and tricks in the FAQ below if you have issues importing.   

 

Help with Importing 1099s

Level 15
Mar 30, 2022 10:11:27 PM

from the CD click on file (upper left)

move mouse over "import" you'll see three lines for different sources

move mouse over  financial institution and click on that line

select the financial institution by type the first couple letters in its name

move mouse over the name under the select an item and click on it

 

from here the means to import varies from FI o FI.